See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,608 | $133,958+25.1% | $112,228+49.3% | $134,475+24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.01% | 47.11%-46.1pp | 27.45%-26.4pp | 417.96%-417.0pp |
| Employer contribution / active EE | $2,382 | $4,038-41.0% | $3,635-34.5% | $4,740-49.7% |
| Participant deferral / active EE | $7,247 | $5,291+37.0% | $4,728+53.3% | $6,400+13.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |